Latest Institutional Transactions on Ishares Esg Aware U.S. Aggrega (EAGG)
This table provides information on the latest institutional transactions involving Ishares Esg Aware U.S. Aggrega (EAGG) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2024
Q1 2024
|
Manning & Napier Group, LLC
|
SELL
|
- |
-2.32K- 17.5% |
$108K - $111K
|
10.9K
$514K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
80+ 74.07% |
$3.72K - $3.82K
|
188
$8.85K
|
|
|
Apr 12, 2024
Q1 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
4.75KNew |
$221K - $227K
|
4.75K
$224K
|
|
| Q4 2023 | |||||||
|
Mar 11, 2025
Q4 2023
|
Private Capital Management LLC
|
BUY
|
- |
1.32K+ 623.11% |
$58.3K - $63.3K
|
1.53K
$72.2K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
73+ 331.82% |
$3.22K - $3.5K
|
95
$4.47K
|
|
|
Mar 12, 2024
Q4 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
7.79KNew |
$343K - $373K
|
7.79K
$367K
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1.17K- 21.54% |
$51.5K - $56K
|
4.26K
$200K
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-16.7K- 61.99% |
$738K - $802K
|
10.3K
$483K
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-1.39K- 19.43% |
$61.5K - $66.8K
|
5.78K
$272K
|
|
|
Feb 12, 2024
Q4 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-566- 11.5% |
$25K - $27.1K
|
4.36K
$205K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
6.92KNew |
$305K - $332K
|
6.92K
$326K
|
|
|
Feb 09, 2024
Q4 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
6.35KNew |
$280K - $304K
|
6.35K
$299K
|
|
|
Feb 09, 2024
Q4 2023
|
Moreno Evelyn V
Boston, MA |
SELL
|
- |
-3.12K- 35.61% |
$138K - $150K
|
5.65K
$266K
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
BUY
|
- |
289New |
$12.8K - $13.9K
|
289
$13.6K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
2.22K+ 20.38% |
$98.1K - $107K
|
13.1K
$618K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
4.25KNew |
$188K - $204K
|
4.25K
$200K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
29New |
$1.28K - $1.39K
|
29
$1.37K
|
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
45KNew |
$1.98M - $2.16M
|
45K
$2.12M
|
|
|
Feb 02, 2024
Q4 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 02, 2024
Q4 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
3+ 5.88% |
$132 - $144
|
54
$2.54K
|
|
|
Feb 01, 2024
Q4 2023
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
4.54K+ 64.56% |
$200K - $218K
|
11.6K
$545K
|
|
|
Jan 30, 2024
Q4 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
50+ 23.81% |
$2.21K - $2.4K
|
260
$12.2K
|
|
|
Jan 29, 2024
Q4 2023
|
Keystone Financial Services
|
BUY
|
- |
434+ 7.79% |
$19.1K - $20.8K
|
6K
$283K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
32.3K+ 109.59% |
$1.43M - $1.55M
|
61.8K
$2.91M
|
|
|
Jan 22, 2024
Q4 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
14+ 77.78% |
$618 - $671
|
32
$1.51K
|
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-10.3K- 67.77% |
$454K - $493K
|
4.9K
$231K
|
|
|
Jan 17, 2024
Q4 2023
|
Rede Wealth, LLC
|
SELL
|
- |
-2.95K- 33.05% |
$130K - $141K
|
5.98K
$281K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-10K- 18.47% |
$441K - $479K
|
44.2K
$2.08M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
BUY
|
- |
13.9KNew |
$613K - $665K
|
13.9K
$654K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
417New |
$18.4K - $20K
|
417
$19.6K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
20.6K+ 46.31% |
$907K - $985K
|
65K
$3.06M
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.11KNew |
$48.8K - $53K
|
1.11K
$52.1K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
951+ 3.69% |
$42K - $45.6K
|
26.7K
$1.26M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
2.86K+ 4.82% |
$126K - $137K
|
62.1K
$2.92M
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
2.96K+ 9262.5% |
$131K - $142K
|
3K
$141K
|
|
|
Jan 02, 2024
Q4 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2023 | |||||||
|
Dec 20, 2023
Q3 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
7+ 0.83% |
$316 - $332
|
846
$39.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
4.59KNew |
$208K - $218K
|
4.59K
$216K
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-1.93K- 9.99% |
$87.1K - $91.4K
|
17.4K
$818K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-8.03K- 55.83% |
$363K - $381K
|
6.35K
$299K
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
SELL
|
- |
-17- 68.0% |
$768 - $806
|
8
$377
|
|
|
Nov 13, 2023
Q3 2023
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
7.93KNew |
$358K - $376K
|
7.93K
$373K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-13.5KClosed |
$611K - $641K
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-14K- 81.62% |
$631K - $662K
|
3.15K
$148K
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
4.67KNew |
$211K - $222K
|
4.67K
$220K
|
|
|
Oct 26, 2023
Q3 2023
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-1.22K- 7.65% |
$55.2K - $58K
|
14.7K
$694K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
1.06K+ 13.72% |
$47.8K - $50.1K
|
8.76K
$412K
|
|
|
Oct 23, 2023
Q3 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
503+ 9.83% |
$22.7K - $23.9K
|
5.62K
$265K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
2KNew |
$90.4K - $94.9K
|
2K
$94.2K
|
|
| Q2 2023 | |||||||
|
Sep 01, 2023
Q2 2023
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-438- 6.68% |
$20.6K - $21.2K
|
6.12K
$288K
|
|